Surveys aren’t just for feedback—they’re one of your most powerful tools to qualify, persuade, and connect with legacy donors. In this imaginative and practical session, you’ll learn how to use surveys to build your pipeline, uncover hidden expectancies, and spark meaningful legacy conversations. Whether you’re new to surveys or looking to level up, you’ll walk away with ready-to-use strategies and real-life examples.
Participants will:
1. Learn how to design surveys that actually activate your legacy program.
2. Understand how to structure questions to educate, inspire, and reveal donor intent.
3. Discover how to match your survey format and content to your audience—without triggering death avoidance.
Charlotte is a fundraiser and digital native with more than 15 years of experience in communications and fundraising. She’s a strategic thinker with a mind for integrating offline and online tactics to create cohesive donor journeys that generate exceptional results. As a partner at Good Works, she’s worked with charities of all sizes and causes to raise funds from annual and legacy donors. Charlotte is a co-author of ‘You Can’t Take It With You: The Art & Science of Legacy Fundraising’ (2019), a regular on the conference circuit, and pronounces ‘GIF’ with a hard ‘G’.
Canada